Credit Advisory Consultant

Our client is seeking a senior Credit Advisory Consultant to support bankers as they navigate a newly implemented credit process. Bankers are now responsible for presenting deals directly to Credit Officers, and this role will help bridge the gap by providing expert credit guidance, deal structuring support, and risk analysis coaching.
This consultant will work closely with bankers to ensure deals are properly positioned, analytically sound, and clearly articulated prior to submission to credit leadership. The ideal candidate is a former Credit Officer with approval authority who enjoys mentoring and advisory work rather than execution.


Serve as a trusted credit advisor to Bankers and Business Relationship Managers (BRMs)
Review and provide feedback on Lending Transaction Summaries (LTS) and deal narratives
Help bankers clearly articulate credit risk, structure, and analytical rationale
Support and refine deal conversation templates used when presenting to Credit Officers
Hold open office hours where bankers can call in for real‑time deal guidance
Work alongside an existing credit consultant to provide complementary coverage
Act as a sounding board prior to formal credit submission
Utilize internal systems including LTS and Livelink
No responsibility for preparing spreads or underwriting execution.

Schedule & Workload

Days: Tuesday & Thursday
Hours:

Start at ~8 hours per week (two half days)
Will not exceed 20 hours per week


Light schedule initially, with expected volume increase as the strategy scales
Approximately 200 bankers supported; deal volume currently ramping

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Bachelor’s degree in Accounting, Finance, Business, or Economics
Formal Credit Training (RMA or equivalent internal bank credit training required)
Prior experience in Credit Adjudication
Former Credit Officer / Credit Executive with approval authority
10+ years of credit experience
Strong ability to evaluate risk and coach others on credit analytics
Excellent communication skills with the ability to guide, mentor, and advise bankers

Prior experience training or mentoring banking teams
Recently retired or semi‑retired credit professionals strongly preferred
Consulting, advisory, or second‑line credit support background a plus

Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.